See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,900 | $76,000+45.9% | $154,107-28.0% | $64,186+72.8% |
| Participation rate | 64.5% | 70.4%-5.9pp | 83.0%-18.5pp | 69.6%-5.1pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,399 | $3,351+61.1% | $5,298+1.9% | $2,381+126.8% |
| Participant deferral / active EE | $3,390 | $3,175+6.8% | $5,081-33.3% | $3,470-2.3% |
| Admin fee / account holder | $6,966 | $5,596+24.5% | $13,411-48.1% | $4,888+42.5% |